Tools of a Tax Advisor:

Here is a Tool For Your Value-Added Service

Because you offer financial services and are familiar with the financials of your client’s small business, you may be asked for advice on looking for additional financing for their business.

Better yet, when you work as a tax advisor with clients you usually see only January through April, you increase your value by increasing your services, proving clients with another resource they can use to benefit their company. Be that additional resource for your client companies with Financing a Small Business from Universal Accounting.

What Is Financing a Small Business?
You will learn how to create loan packages that lending institutions are looking for. When a client looks for financing for a large materials order, to expand their offices, or to bring in a new line of equipment, there are certain requirements and details that all lending institutions want to see. You can become the expert on preparing loan packages for your clients!

In this 126-page manual you will find clear and precise instructions on how to put one of these packages together for your client. As someone your clients rely on for financial advise, this is another way you can provide the services they need and appreciate! We even include a sample loan package that you can model with terrific resource materials that will make what seems like such a daunting task, simple and quick.

When you strive to provide the best service you can for your clients, you will have the confidence that your services are just what they need. Universal Accounting is here to give you the knowledge, experience and tools to become the most effective tax advisor possible.

Order your copy of Financing a Small Business and increase your value as a Tax Advisor!